# Oaktree Capital Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/oaktree-capital-management-l-p-800960632-001

> Oaktree Capital Management, L.P.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oaktree Capital Management, L.P.

- **Sponsor EIN:** 800960632

- **Sponsor Address:** 333 SOUTH GRAND AVENUE, LOS ANGELES, CA, 90071

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $345.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$345.1M|$0|$0|

| 2023|0|$314.5M|$0|$0|

| 2022|0|$283.5M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ERNST & YOUNG LLP|Auditor|$72,824|—|$72,824|

| VITEOS FUND SERVICES, LLC|Other Service Provider|$52,312|—|$52,312|

| DUFF & PHELPS CORPORATION|Other Service Provider|$36,796|—|$36,796|

| VELOCITY CAPITAL MANAGEMENT LLC|Other Service Provider|$30,241|—|$30,241|

| BLOOMBERG L.P.|Other Service Provider|$20,479|—|$20,479|

| HOULIHAN LOKEY FINANCIAL ADVISORS,|Other Service Provider|$14,591|—|$14,591|

| OCM LUXEMBOURG COOPSA|Other Service Provider|$12,631|—|$12,631|

| SULLIVAN & CROMWELL, LLP|Other Service Provider|$11,831|—|$11,831|

| ALVAREZ & MARSAL VALUATION SERVICES|Other Service Provider|$11,544|—|$11,544|

| PAUL WEISS RIFKIND WHARTON AND GARR|Other Service Provider|$9,112|—|$9,112|

| CES LIMITED LLC|Other Service Provider|$8,249|—|$8,249|

| VICHARA TECHNOLOGIES INC|Other Service Provider|$7,717|—|$7,717|

| ACUITY KNOWLEDGE PARTNERS (UK ) LIM|Other Service Provider|$7,528|—|$7,528|

| CORTLAND CAPITAL MARKET SERVICES LL|Other Service Provider|$6,577|—|$6,577|

| PWC HOLDINGS NO. 21 LLC|Other Service Provider|$5,228|—|$5,228|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $307,660

- **Estimated Expense Ratio:** 0.089% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,276,453|$1,773,820|—|$22,821|—|

| 2023|$2,117,503|$1,625,249|—|$24,607|—|

| 2022|$1,944,931|$1,513,147|—|—|$353,928|

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